Heart-centered accounting, taxation, and advisory services that help small business owners unlock their potential and create a strong financial foundation to achieve their personal and professional dreams, whatever they might be.
If you’re not currently getting accurate and timely financial information from either your accountant, bookkeeper or internal accounting team, you need Bonitas Partners by your side. You’ll have the information, analysis and experienced partner you need so you can trust your numbers, make better decisions and grow with confidence.
Some accountants operate at a helicopter level without the required amount of operational experience needed for your business.
Others spread themselves too thin with too many clients, resulting in unreturned phone calls, emails or missed deadlines.
Some firms rest too heavily on their brand, resulting in a drop off in service quality or over delegation to junior staff. What are you really paying for?
At Bonitas Partners, we understand the organisations we serve need qualified accounting support and guidance at an affordable price. Our goal is to free up time spent struggling with accounting, finance and compliance so you can focus on what you do best.
We offer demonstrable value for money, seeking to reduce your accounting and overhead costs from the moment we come onboard. As a result, your organisation operates with a cost-effective accounting department that includes, but goes far beyond, traditional bookkeeping and tax support.
We become your financial eyes and ears so you never fly blind. You have ongoing insights into your financial health, your shortfalls and most importantly, your opportunities.
After two decades working across the Australian Corporate, Small Business and Not-For-Profit sectors, Bonitas Partners is your trusted solution who can take ownership and responsibility for your numbers.
Incorporating in-depth financial reports with effective management support, commercial advice and action plans, we support you and key stakeholders in maximising the profitability of your offering.
Our clients receive clear, timely information and enjoy one single point of contact. You will always know what action is required next.
By taking the time-consuming, stressful financial elements off your hands, we help you find time to recharge and reconnect with the other important aspects of your life.
There’s so much to navigate when running a successful business or not-for-profit – processes, systems, teams, shareholders etc.
Let our Business Leaders Guide To Getting The Most Out Of Your Finance Function help define what you need to know about setting up an appropriate accounting team to suit your organisation's size, goals and objectives.
Our services are always tailored to the size, requirements and operational challenges of your unique enterprise.
Our consulting CFO service focuses on meeting the particular needs of our clients, bringing you the same level of expertise and service of an experienced in-house CFO, at a fraction of the cost.
Management reporting and action plans provide in-depth financial reviews, so you are better able to understand the numbers and refer to up-to-date financials that allow you to make informed decisions.
Our team is here to help you set up and refine your debt collection systems, mange inventory, set revenue targets, identify cost-saving opportunities, and help you access capital as needed.
Careful tax planning provides forward-thinking strategies so you proactively maximise your after-tax position legally.
Client's often come for effective and accurate bookkeeping. They stay because they also get receive a commercially minded and experienced finance partner by their side.
An initial, 60 minute video call to understand your unique financial and business challenges.
Gain access to your accounting system and conduct a high-level financial health check of your business.
We present the results of our health check along with our recommendations on what a sensible plan is to help solve your most pressing problems.
We carry out the plan with your team, scaling our services up or down as appropriate throughout the life of our partnership.
“Jane's attention to detail and her commitment to her role were above and beyond our expectations.
Jane was a pleasure to deal with, was technically proficient and was always on the front foot with issues to let us as the auditors know if there were matters that required our attention so as to avoid issues at the critical accounts presentation time.”
Kristie Dundon
Partner, Audit and Assurance, RSM Australia
“Jane joined DMTC at a time when we needed absolute clarity and fidelity on the numbers and on a range of compliance and governance issues. She delivered this in spades and worked extraordinarily hard in the early stages of her time with DMTC to consolidate the confidence in our partnerships with industry, research sector and Defence stakeholders.
Her work ethic is second to none, as is her attention to detail and determination to provide workable solutions for the many stakeholders involved, including the CEO, Board and partner organisations, notably including auditors who remarked on several occasions the degree to which their job was made easier through Jane's comprehensive preparation and presentation of the accounts.
Jane has been a valuable and valued member of the executive and continues to enjoy the confidence of all.”
Dr. Mark Hodge
Chief Executive Officer at DMTC Ltd
“For the past year, Bonitas Partners has been working with the Duldig Studio Museum and Sculpture Garden to ensure the organisation’s management accounts and statutory audit is completed in a timely and informative manner.
They have also assisted with all tax compliance lodgements and most recently, was very proactive to ensure the organisation was optimally positioned to benefit from Commonwealth, State and Local Government relief packages related to COVID-19.
Throughout this period, Jane has been extremely well organised, knowledgeable in her areas of expertise and has provided great assistance to the Studio Director, Treasurer and Board of Management."
Antony De Jong
President, Board of Management, The Duldig Gallery Inc trading as the Duldig Studio Museum and Sculpture Garden
Yes. For most business leaders, the hiring, training and retaining of an internal CFO, financial controller, management accountant and/or bookkeeper no longer makes sense. Chances are that the hiring and training of accounting staff, along with the development of policies and procedures relating to financial management, is not your core business. Such roles should all be outsourced to a reliable finance partner at an affordable cost. Focus on what you do best!
A Consulting (or 'Fractional') CFO focuses on meeting the particular financial management needs of your organisation, bringing you the same level of expertise and service of an experienced CFO, albeit at a fraction of the cost.
A consulting CFO will be either a Certified Practicing Accountant ('CPA'), Chartered Accountant ('CA') or a member of the Institute of Public Accountants ('IPA') with a proven and demonstrable track record taking control over the day-to-day financial management of a business. Capabilities will include:
A Consulting CFO service should always be flexible, affordable and tailored to the needs of your business. To learn more about what the financial management of your organisation should look like, please visit our article on this subject here.
Absolutely! Effective & Accurate Bookkeeping is critically important to get right and we do offer this as a standalone service if that is all you need.
Ideally, every organisation would engage a consulting CFO, even if it's only of a fractional or part-time basis. That said, there are some common scenarios we come across which means your business probably needs more than just a bookkeeper:
We sure can! We are registered tax agents and ASIC agents, meaning we can help with all of your taxation compliance needs. We can either take over your compliance and related needs entirely or alternatively, we can work with your existing tax accountant.
Our services are always tailored to the size, requirements and operational challenges of your unique enterprise.
An initial, 45 minute video call to understand your unique financial and business challenges.
Gain access to your accounting system and conduct a high-level financial health check of your business.
We present the results of our health check along with our recommendations on what a sensible plan is to help solve your most pressing problems.
We carry out the plan with your team, scaling our services up or down as appropriate throughout the life of our partnership.
Address:
Pivot City Innovation Precinct
Unit 6, 33 Mackey Street
North Geelong Victoria 3215
Hours:
Monday - Friday: 9:00 am – 5:30 pm
Phone:
E-mail:
hello@bonitas.com.au
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Bonitas Partners Pty Ltd